IFA Wrap & Platform Review 2006

In one-day, this conference will take you through the platform options available to your IFA or Financial Planning business. Using IFA case studies, we will explore how IFAs are choosing and using platforms and what the advantages and disadvantages of diff erent platforms really are. We will look at the impact on costs, remuneration, client management and your business model, as well as business valuations and exit strategies. We will also address the critical issue of how wrap aff ects your independent status as an IFA and hear from the FSA regarding their position on this.



Conference Topics

  • IFA Case Studies
  • Best Practice
  • What You Need To Know
  • Wrap Pros & Cons
  • Optimise Your Business
  • Next Generation Wrap Technologies

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Stricly limited seating